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Altria Group
MO

1,655 hedge funds and large institutions have $46.2B invested in Altria Group in 2020 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 562 increasing their positions, 676 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 106

5% more funds holding

Funds holding: 1,576 → 1,655 (+79)

3% more capital invested

Capital invested by funds: $44.7B → $46.2B (+$1.44B)

2% more call options, than puts

Call options by funds: $493M | Put options by funds: $481M

1.77% less ownership

Funds ownership: 62.27% → 60.5% (-1.8%)

17% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 676

22% less funds holding in top 10

Funds holding in top 10: 18 → 14 (-4)

Holders
1,655
Holders Change
+79
Holders Change %
+5.01%
% of All Funds
29.28%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.25%
New
210
Increased
562
Reduced
676
Closed
106
Calls
$493M
Puts
$481M
Net Calls
+$11.6M
Net Calls Change
-$110M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$313M
2
Fidelity International
Fidelity International
Bermuda
+$183M
3
Charles Schwab
Charles Schwab
California
+$145M
4
Morgan Stanley
Morgan Stanley
New York
+$101M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$100M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$252M
3
AIG
American International Group
New York
-$169M
4
State Street
State Street
Massachusetts
-$156M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
401
Glenview Trust
Kentucky
$2.97M -$8.43K -210 -0.3%
ABC
402
Associated Banc-Corp
Wisconsin
$2.97M +$300K +7,475 +11%
CCM
403
Canal Capital Management
Virginia
$2.96M -$296K -7,361 -9%
CC
404
Clearline Capital
New York
$2.96M -$5.65M -140,813 -66%
FIM
405
Fernwood Investment Management
Massachusetts
$2.96M +$155K +3,854 +6%
TYCC
406
Texas Yale Capital Corp
Florida
$2.92M +$52.6K +1,311 +2%
SBIA
407
Sheaff Brock Investment Advisors
Indiana
$2.91M -$333K -8,292 -10%
WSFS
408
Wilmington Savings Fund Society
Delaware
$2.9M -$94.8K -2,361 -3%
MW
409
Marcum Wealth
Ohio
$2.87M +$43.2K +1,077 +2%
SPIA
410
Steward Partners Investment Advisory
New York
$2.87M -$364K -9,078 -11%
BCFS
411
Butensky & Cohen Financial Security
Florida
$2.87M +$337K +8,402 +14%
WPC
412
Waters Parkerson & Co
Louisiana
$2.86M +$23.3K +580 +0.8%
IRF
413
IBM Retirement Fund
New York
$2.83M +$223K +5,554 +9%
RIA
414
Regal Investment Advisors
Michigan
$2.83M +$2.77M +68,936 New
PAS
415
Park Avenue Securities
New York
$2.81M +$273K +6,811 +11%
CL
416
Choreo LLC
Illinois
$2.8M -$234K -5,824 -8%
AL
417
Arnhold LLC
New York
$2.77M – – –
LIA
418
LS Investment Advisors
Michigan
$2.77M +$2.37K +59 +0.1%
APA
419
American Portfolios Advisors
New York
$2.77M +$123K +3,067 +5%
MA
420
Mutual Advisors
Nebraska
$2.77M +$115K +2,857 +4%
EH
421
Equitable Holdings
New York
$2.74M -$321K -7,983 -11%
LA
422
LVW Advisors
New York
$2.74M -$27.9K -695 -1%
PHS
423
Pekin Hardy Strauss
Illinois
$2.72M -$134K -3,332 -5%
SA
424
Shilanski & Associates
Alaska
$2.72M +$720K +17,925 +38%
TTWM
425
TCV Trust & Wealth Management
Virginia
$2.71M -$160K -3,975 -6%
15 16
17
18 19

MO Hedge Fund Activity: Q4 2020 in Review

1,655 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q4 2020, worth a combined $46.2B — up 3.2% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new MO positions and 106 closed out — a net gain of 104 holders — while 562 added to existing stakes and 676 trimmed.

The largest buyer was Capital World Investors, adding an estimated $313M. The largest seller was BlackRock, cutting an estimated $516M.

  • 1,655 institutional investors held Altria Group (MO) as of Q4 2020, up from 1,576 in Q3 2020.
  • Funds reported $46.2B of Altria Group stock for Q4 2020, up 3.2% quarter-over-quarter.
  • 210 funds opened new Altria Group positions in Q4 2020 and 106 closed out, a net change of +104 holders.
  • The largest Altria Group buyer in Q4 2020 was Capital World Investors, an estimated $313M added.
  • The largest Altria Group seller in Q4 2020 was BlackRock, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2020.